Step 2: Connect the Primary API Source

Configure the input variables and connect the company search API used to pull the initial list of companies.

1. Open Configure Inputs and set the fields to the exact values shown:
   • Your target = Growth Marketing Agency
   • B: 1-10 employees, C: 11-50 employees, D: 51-200 employees, E: 201-500 employees, F: 501-1000 employees, G: 1001-5000 employees, H: 5001-10,000 employees, I: 10,001+ employees = C
   • Location (Sales Navigator ID) = 103644278
   • Your product or service = our CRM implementation services
   • Positive indicators (3-5 specific factors that indicate a company might need your product) = - Mentions challenges with customer relationships or sales processes - Company is in growth phase with expanding client base - Mentions need for better data organization or customer insights - References marketing automation, sales pipelines, or customer retention
   • Negative indicators (3-5 specific factors that indicate a company might NOT need your product) = - Very small companies (1-5 employees) or extremely large enterprises - Already mentions using advanced CRM solutions - No indication of sales process or customer relationship management in description - Pure manufacturing or product-based business with minimal customer interaction - Non-profit or government entity with unique relationship management needs
2. Open Retrieve Company List and set URL to https://api.ghostgenius.fr/v2/search/companies.
3. Set Authentication to genericCredentialType and Generic Auth Type to httpHeaderAuth.
4. Configure Query Parameters:
   • keywords = {{ $json['Your target'] }}
   • locations = {{ $json['Location (Sales Navigator ID)'] }}
   • company_size = {{ $json['B: 1-10 employees, C: 11-50 employees, D: 51-200 employees, E: 201-500 employees, F: 501-1000 employees, G: 1001-5000 employees, H: 5001-10,000 employees, I: 10,001+ employees'] }}
5. Keep pagination settings in Retrieve Company List:
   • page = {{ $pageCount + 1 }}
   • maxRequests = 3, requestInterval = 2000
   • paginationCompleteWhen = other and completeExpression = {{ $response.body.data.isEmpty() }}

Credential Required: Connect your httpHeaderAuth credentials in Retrieve Company List.

Credential Required: Connect your httpHeaderAuth credentials in Fetch Company Details (used later in the flow).

Step 3: Set Up Record Splitting and Detail Enrichment

Split the API response into individual records, process in batches, and enrich each company profile.

1. In Split Company Records, set Field to Split Out to data.
2. Ensure Split Company Records outputs to Batch Loop Controller.
3. In Batch Loop Controller, keep default batch settings and confirm the loop connects to Fetch Company Details.
4. In Fetch Company Details, set URL to https://api.ghostgenius.fr/v2/company and Query Parameters to url={{ $json.url }}.
5. Keep batching settings in Fetch Company Details at batchSize: 1 and batchInterval: 2000.

⚠️ Common Pitfall: If the Fetch Company Details API rate limits you, increase batchInterval beyond 2000 to reduce request frequency.

Step 4: Validate and De-Duplicate Companies

Filter out incomplete records, check for existing entries in Google Sheets, and decide whether to score the company.

1. Open Validate Company Records and confirm the conditions:
   • {{ $json.website }} is not empty
   • {{ $json.followers_count }} is greater than 200
2. Open Lookup Company In Sheet and confirm:
   • Document = CRM (ID 1LfhqpyjimLjyQcmWY8mUr6YtNBcifiOVLIhAJGV9jiM)
   • Sheet = Companies (gid 0)
   • Lookup Column = ID
   • Lookup Value = {{ $json.id }}
3. In Determine New Entry, verify the condition:
   • {{ $('Lookup Company In Sheet').all().first().json }} is empty
4. Confirm the flow: Validate Company Records → Lookup Company In Sheet → Determine New Entry → AI Lead Rating.

Credential Required: Connect your Google Sheets credentials in Lookup Company In Sheet.

Step 5: Set Up AI Scoring and Output to Sheets

Use the AI node to score companies and append qualified entries to your CRM sheet after a short wait.

1. Open AI Lead Rating and set Model to gpt-4.1 with Temperature 0.2.
2. Confirm the system message references these expressions:
   • {{ $('Configure Inputs').item.json['Your product or service'] }}
   • {{ $('Configure Inputs').item.json['Positive indicators (3-5 specific factors that indicate a company might need your product)'] }}
   • {{ $('Configure Inputs').item.json['Negative indicators (3-5 specific factors that indicate a company might NOT need your product)'] }}
3. Confirm the user message references:
   • {{ $('Validate Company Records').item.json.name }}, {{ $('Validate Company Records').item.json.description }}, and {{ $('Validate Company Records').item.json.staff_count }}
4. In Pause 3 Seconds, set Amount to 3 to throttle writes.
5. Open Append Company to Sheet and confirm Operation is append with the following mappings:
   • ID = {{ $('Fetch Company Details').item.json.id }}
   • Name = {{ $('Fetch Company Details').item.json.name }}
   • Score = {{ $json.message.content.score }}
   • State = Qualified
   • Summary = {{ $('Fetch Company Details').item.json.description }}
   • Website = {{ $('Fetch Company Details').item.json.website }}
   • LinkedIn = {{ $('Fetch Company Details').item.json.url }}
6. Verify the loop: AI Lead Rating → Pause 3 Seconds → Append Company to Sheet → Batch Loop Controller.

Credential Required: Connect your OpenAI credentials in AI Lead Rating.

Credential Required: Connect your Google Sheets credentials in Append Company to Sheet.

Step 6: Test and Activate Your Workflow

Run a manual test to verify the end-to-end enrichment loop, then activate for production use.

1. Click Execute Workflow on Manual Launch Trigger to run a test.
2. Confirm that Retrieve Company List returns data, then Split Company Records and Batch Loop Controller iterate through results.
3. Verify that Validate Company Records filters records correctly and AI Lead Rating returns a JSON score.
4. Check the Companies sheet in the CRM spreadsheet for new rows with State = Qualified.
5. When the test is successful, switch the workflow to Active for ongoing use.